Sutton Wealth Advisors Inc. Ishares Core High Dividend ETF Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 3,099 shares of HDV stock, worth $351,736. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,099

Previous 3,099 -0.0%

Holding current value

$351,736

Previous $312 Million 1.89%

% of portfolio

0.15%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Nov 08, 2023	BUY	$97.54 - $104.3 $56,183 - $60,076	576 Added 22.83%	3,099 $312 Million
Q3 2022 Nov 07, 2023	SELL	$91.29 - $105.95 $49,296 - $57,213	-540 Reduced 17.63%	2,523 $230 Million
Q1 2022 Nov 07, 2023	SELL	$100.32 - $107.96 $29,193 - $31,416	-291 Reduced 8.68%	3,063 $327 Million
Q2 2019 Nov 06, 2023	SELL	$89.51 - $95.4 $18,170 - $19,366	-203 Reduced 5.71%	3,354 $317 Million
Q4 2018 Nov 06, 2023	SELL	$80.0 - $92.56 $15,280 - $17,678	-191 Reduced 5.1%	3,557 $300 Million
Q3 2018 Nov 06, 2023	BUY	$84.68 - $92.46 $10,500 - $11,465	124 Added 3.42%	3,748 $339 Million
Q3 2016 Nov 06, 2023	BUY	N/A	7 Added 0.19%	3,624 $295 Million
Q2 2016 Nov 06, 2023	SELL	N/A	-64 Reduced 1.74%	3,617 $297 Million
Q1 2016 Nov 06, 2023	BUY	N/A	3,681	3,681 $287 Million

Others Institutions Holding HDV

# of Institutions

800

Shares Held

48.3M

Call Options Held

822K

Put Options Held

56K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

More about HDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sutton Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sutton Wealth Advisors Inc. with notifications on news.

Account

Sutton Wealth Advisors Inc. Ishares Core High Dividend ETF Transaction History